XIMR — Ft Vest U.S. Equity Buffer & Premium Income ETF - March Institutional Holders · Q3 2026
Who owns Ft Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR)? 2 institutions reported holding $868,732 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castleview Partners, LLC ($849,688), Farther Finance Advisors, LLC ($19,044).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castleview Partners, LLC | $849,688 | 27,030 | Added |
| 2 | Farther Finance Advisors, LLC | $19,044 | 606 | Added |
Source: SEC Form 13F filings · as of 2026-09-30